Fingerlakes Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationithaca, NY
- Num holdings
86
- Value ($000)
$117,570
- Date Filed05/01/2025
- Form type13F-HR
- CIK0001910248
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $8.89M | 8 % | 28,776 | ||
AAPL APPLE INC | COM | 037833100 | $7.39M | 6 % | 33,251 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.09M | 6 % | 15,113 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $4.56M | 4 % | 22,092 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $4.18M | 4 % | 7,716 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $4.18M | 4 % | 166,776 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.11M | 4 % | 14,949 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $3.98M | 3 % | 30,867 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $3.38M | 3 % | 20,939 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $3.01M | 3 % | 7,161 |
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